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DFIC icon

Bridgeworth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Bridgeworth’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$56.4M Buy
2,209,530
+66,406
+3% +$1.58M 5.58% 5
2023
Q3 		$50M Buy
2,143,124
+301,541
+16% +$7.32M 5.53% 5
2023
Q2 		$44.7M Buy
1,841,583
+532,726
+41% +$13M 4.94% 6
2023
Q1 		$31.5M Buy
1,308,857
+1,138,603
+669% +$27.1M 3.97% 7
2022
Q4 		$3.81M Buy
+170,254
New +$3.64M 0.61% 30

Other funds holding DFIC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return

Bridgeworth's DFIC Position: Q4 2023 in Review

Bridgeworth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 3.1% in Q4 2023, buying an estimated $1.58M and bringing the position to 2,209,530 shares worth $56.4M. The position accounts for 5.58% of the portfolio, ranked #5.

Bridgeworth first reported a position in DFIC in Q4 2022 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold DFIC as of Q4 2023.

  • Bridgeworth held 2,209,530 shares of Dimensional International Core Equity 2 ETF worth $56.4M as of Q4 2023.
  • Bridgeworth bought 66,406 Dimensional International Core Equity 2 ETF shares in Q4 2023, an estimated $1.58M.
  • Dimensional International Core Equity 2 ETF made up 5.58% of Bridgeworth's portfolio in Q4 2023, its #5 holding.
  • Bridgeworth first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.